James Muro CLU, ChFC, CFP®, MSFS

Registered Representative
Investment Adviser Representative of Equity Services, Inc.

James C. Muro is a CERTIFIED FINANCIAL PLANNER™ professional. He has 25 years of experience in the financial service industry. He obtained his bachelor’s degree in finance from St. John’s University and his Master in Financial Services from The American College.

James works closely with individuals, families, business owners, executives, and medical professionals. His practice is advice-driven; he will analyze, design, and implement objective financial solutions that are specific to his client’s financial situation. His goal is to be your financial resource now and in years to come. James specializes in the following areas of financial planning: insurance strategies, investment strategies, retirement planning, and business and estate planning strategies.

James resides in Monroe Township, NJ with his wife and two children. James enjoys volunteering his time and coaching youth sports for both of his children. He is a proud member of the New Jersey Association of Financial Advisors and The Financial Planning Association. James is an active member of the Society of Financial Service Professionals and has acted as a Board member in the past.

James Muro is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Member FINRA/SIPC. 200 Schulz Drive, Suite 125, Red Bank, NJ 07701, 848-200-7170. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. CDM Financial Services is independent of Integrated Financial Concepts and Equity Services, Inc.

James offers securities in the following states: CA, CT, DE, FL, GA, NV, NJ, NY, NC, PA, TX and VA and he is insurance licensed in the following states: CA, CO, FL, MI, NC, NJ, NV, NY, PA, and RI.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.